It has been >4 years in the Indian Tech industry for me as a software/hardware engineer and I think I can safely say that skill triumphs degree any day. Being a non-CS graduate came with its set of challenges specially during university but the tech industry simply did not care

Ok, so here is my take on the Fable ban, sovereign AI, Sarvam, etc. The event is interesting as it has implications from many perspectives. For AI users, it is clear that you should not confuse access with ownership, or adoption itself as advantage. And if the most significant tech differentiator you are leveraging has external control loops, then you have to accept you are vulnerable. For AI talent, it is now a precedent that you would be *seen* aligning to national interests more than company interests. And even if its just a whim for now, this trend will be hard to reverse as the world gets more automated… For AI labs, their offerings will be stratified - general purpose AI would be available as utility, but frontier AI would be gated. This is a fantastic business model for labs - *democratized* AI sucks in all the data liquidity of the world which is locked in higher margin frontier offerings. I think for the world to be a better place, all three of the above are bad vectors. We need to have more countries and companies owning their own destinies. And in the post AI world, that means being able to use and improve AI systems within their own perimeters - what one may call Sovereign AI. At Sarvam, Sovereign AI in India was the founding thesis a couple of years back, and continues to remain the core operating principle. From our vantage point, it is super clear that India will build, leverage, and create massive business value and societal impact with sovereign AI. The following is precisely how we at Sarvam are contributing to make that happen.

POV: you asked Fable 5 to make your email 10% ruder

I wonder what sonnet feels about this after fable.

Error logs.

Have always loved infrastructure of any kind. Be it cloud or robotics or manufacturing. A single Chinese micro-drama company hired 3,000 AI creators in 6 months. That's infrastructure! What makes this possible is a compounding loop: AI models getting cheaper, agentic workflows getting smarter, output quality crossing the threshold where audiences love the stories. At Frameo we're building exactly this stack — Adaptations, Originals, Consistency across scenes and episodes, multi-language dubbing. One creator. One session. Multiple markets. We've trained 600 AI artists through Dashverse. We are gearing up to win the storytelling ecosystem of the world!

Obsession - iykyk

The Titan story is so beautifully written - the nuance and the insights in the writing show up: 1 - How they segment - mostly there is half an ep where they speak about segmentation 2 - Marketing - Repeatability 3 - Team building, what goes on World class!

Exits in Indian VC might be one of the best things silently happening for startups in 🇮🇳 All these funds where exits are happening should be proud!

Last week, we kicked off the Activate Fellows Program with an evening of conversations, curiosity, and community. We started with a fireside chat featuring our mentor @SriramRajamani, followed by a panel with: • @dementorSam (Co-founder & CTO, Dashverse) • @DevanshGhatak (Co-founder & CTO, Simplismart) • @177pc (Partner, Activate) • @GarvitJuniwal (Head of R&D, Glean) From building AI startups to navigating early-stage growth and venture capital, the discussions were packed with insights. The real highlight, though, was meeting our Fellows, their thoughtful introductions and sharp questions made it clear that this is an exceptional cohort. A great evening of learning, networking, and pizza. Excited for what the next few months have in store. @aakrit @177pc

given that @UberEng took 3 years to roll out reusable OTP in India, which rapido with like 1/20th the engineering spend did I refuse to believe that it is AI that is the problem

OpenAI just used a cinematic AI video to launch an AI coding agent. Let that sink in. The most sophisticated AI company in the world chose video and not a blog post, not a demo, not a press release to communicate their most important message. Because video is still the most powerful thing you can make. AI didn't change that. AI just made it possible for anyone to make it. At Dashverse, that's the only bet we've ever made.

Hollywood spent $200M making a film 40 people watched. China spent $450 making a drama 500M people watched. One of these industries understands 2026. The other is still arguing about it.

I spent yesterday afternoon messing around with @frameo_ai , and somehow ended up creating a David Attenborough-style documentary about tech IPOs. 😭 I promise no capital allocator or elephants were harmed in the making of this.

a subtle but crucial change indian IT is going to have to learn you don't hire resources you hire talent one word changes it into a different game

Experimentation is a crucial part of marketing teams at Indian startups for customer acquisition, experience, journey, and retention. With AI, this workflow has been accelerated. Speaking at the third edition of Inc42’s AI Summit, 2026, @ZeptoNow’s chief growth officer Divesh Sawhney noted that AI-powered experimentation has become deeply embedded in the quick commerce company’s growth playbook, especially as customer acquisition costs continue to rise.👇 He added that AI has helped Zepto evaluate campaigns more rigorously through continuous experimentation frameworks instead of relying on vanity metrics. “AI helps us scale experimentation much faster… but the real impact is visible on the backend through customer feedback, retention behaviour and incrementality metrics,” Sawhney said. Meanwhile, Aniket Bajpai (@aniket_dtc), the cofounder of @LimeChatAI, said customer communication itself is undergoing a structural shift in the AI era. On the content side, Soumyadeep Mukherjee (@dementorSam), cofounder of @dashversetech, argued that AI’s biggest impact lies in dramatically increasing creative experimentation velocity. 🔗 Read the full article here: 4-2.co/42WGI4C #Inc42 #AISummit2026 #GrowthMarketing #QuickCommerce #MarketingAI

Thank you, Justine! At Frameo, we're indeed building the global infrastructure for AI-native storytelling and empowering filmmakers to create AI microdramas. Our internal creative team has already created 100 AI Microdramas that feature on DashReels and other apps.

Today, I am excited to announce Activate Fellows. A summer program for 15 of India's best student builders to work inside the country's leading AI startups. Host startups include Sarvam, Emergent, Composio, Gnani AI, Dashverse, Neysa & more.

Some years back @amodm said something similar to "beyond some basic skills, most people are smart enough to make money in life. question is can you live with your choice of profession" I think this was in reply to some discourse on crypto scams or something.

Started a Creative Tech/AI studio with some of my favourite people! Been having a blast :)